# CAPITALA INVESTMENT ADVISORS, LLC

CAPITALA INVESTMENT ADVISORS, LLC of CHARLOTTE, NC is an SEC-registered investment adviser.

## Registration

- CRD: 166301
- Type: SEC-registered investment adviser
- SEC file number: 801-77467
- Location: 4201 CONGRESS STREET, SUITE 360, CHARLOTTE, NC, 28209
- Phone: 704-376-5502
- Latest filing: 2021-03-23
- Regulatory AUM: $346.6M
- Discretionary AUM: $346.6M
- Clients: 22
- Accounts: 2

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| [BROYHILL MARKHAM HUNT](https://search.stillhousedata.com/person/737051) | MANAGER; PARTNER | — |
| [MCGLINN JOHN FRANCIS](https://search.stillhousedata.com/person/815852) | CHIEF OPERATING OFFICER | — |
| [ALALA JOSEPH BASIL](https://search.stillhousedata.com/person/815853) | ELECTED MANAGER/PRESIDENT/CEO; PRESIDENT/CEO | — |
| [WHEELAHAN RICHARD GERARD](https://search.stillhousedata.com/person/815854) | CHIEF COMPLIANCE OFFICER | — |
| [MARR MICHAEL STEWART](https://search.stillhousedata.com/person/822462) | CHIEF COMPLIANCE OFFICER | — |
| [ARNALL STEVE](https://search.stillhousedata.com/person/856635) | CHIEF OPERATING OFFICER | — |
| [KOONTS KEVIN ANDREW](https://search.stillhousedata.com/person/856971) | CHIEF COMPLIANCE OFFICER | — |


## Private funds (1)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| CAPITALSOUTH PARTNERS FUND III, L.P. | Private Equity Fund | — | 97 | $18.6M | $50K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/166301/brochure
- Similar advisers: https://search.stillhousedata.com/firm/166301/similar
- Related entities: https://search.stillhousedata.com/firm/166301/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/166301

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.